Portfolio of Stocks

Good Morning: This is a daily review of the stocks in your portfolio, updated on Thursday, July 3, 2025 at 7:13 AM (UTC). The data is lagged by ~1 day.

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Summary Table

Charts

AAPL

AAPL Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	-0.0903096	-0.1309078	9096.904	1
Buy_Hold	-0.0786312	-0.1143179	9237.325	1

##### AAPL Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

AAPLStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

AAPL Interactive

AMZN

AMZN Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0279145	0.0416564	10279.14	2
Buy_Hold	0.1799549	0.2779972	11871.52	1

##### AMZN Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

AMZNStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

AMZN Interactive

BA

BA Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.3870003	0.6240806	13870.00	4
Buy_Hold	0.3661727	0.5880608	13893.58	1

##### BA Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

BAStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

BA Interactive

BABA

BABA Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.1736129	0.2678281	11736.13	3
Buy_Hold	0.1489207	0.2284886	11438.16	1

##### BABA Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

BABAStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

BABA Interactive

BYDDY

BYDDY Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.3894378	0.6283134	13894.38	4
Buy_Hold	0.2713526	0.4274439	12691.05	1

##### BYDDY Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

BYDDYStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

BYDDY Interactive

COST

COST Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.2001457	0.3105473	12001.46	5
Buy_Hold	0.0995500	0.1510526	10896.95	1

##### COST Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

COSTStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

COST Interactive

CRCL

CRCL Backtest 1yr

## [1] NA

## [1] NA

CRCL Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

CRCLStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

CRCL Interactive

CRWV

CRWV Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.00000	0.0000	10000.00	0
Buy_Hold	2.79425	174.8842	38915.39	1

##### CRWV Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

CRWVStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

CRWV Interactive

EL

EL Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.1543478	0.2371005	11543.48	2
Buy_Hold	-0.0005641	-0.0008361	10057.91	1

##### EL Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

ELStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

EL Interactive

ELF

ELF Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0866062	0.1310236	10866.06	1
Buy_Hold	0.2078358	0.3230147	12224.32	1

##### ELF Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

ELFStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

ELF Interactive

GELYF

GELYF Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.2834225	0.4475783	12834.23	2
Buy_Hold	0.1741573	0.2687000	11297.30	1

##### GELYF Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

GELYFStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

GELYF Interactive

GLD

GLD Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.000000	0.0000000	10000.00	0
Buy_Hold	0.223299	0.3481998	12210.29	1

##### GLD Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

GLDStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

GLD Interactive

GOOGL

GOOGL Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	-0.0573087	-0.0837657	9426.913	1
Buy_Hold	0.0978368	0.1483950	10970.951	1

##### GOOGL Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

GOOGLStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

GOOGL Interactive

JPM

JPM Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.1152636	0.1755206	11152.64	2
Buy_Hold	0.2978932	0.4718383	13163.23	1

##### JPM Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

JPMStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

JPM Interactive

MSFT

MSFT Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0474003	0.0710608	10474.00	2
Buy_Hold	0.1562404	0.2401082	11546.09	1

##### MSFT Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

MSFTStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

MSFT Interactive

NBIS

NBIS Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.8103621	1.410457	18103.62	4
Buy_Hold	1.8343734	3.684908	29744.05	1

##### NBIS Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

NBISStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

NBIS Interactive

NET

NET Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0413862	0.0619569	10413.86	2
Buy_Hold	1.0725689	1.9456289	21047.62	1

##### NET Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

NETStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

NET Interactive

NVDA

NVDA Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.2586885	0.4064171	12586.88	4
Buy_Hold	0.1199344	0.1828258	11166.74	1

##### NVDA Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

NVDAStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

NVDA Interactive

O

O Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.1544670	0.2372898	11544.670	4
Buy_Hold	-0.0878218	-0.1273824	9002.338	1

##### O Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

OStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

O Interactive

QQQ

QQQ Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0580855	0.0872976	10580.85	4
Buy_Hold	0.1187845	0.1810259	11192.62	1

##### QQQ Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

QQQStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

QQQ Interactive

QQQM

QQQM Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0579287	0.0870587	10579.29	4
Buy_Hold	0.1188926	0.1811950	11195.00	1

##### QQQM Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

QQQMStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

QQQM Interactive

SCHD

SCHD Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	-0.0063381	-0.0093809	9936.619	3
Buy_Hold	-0.0360043	-0.0529046	9616.197	1

##### SCHD Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

SCHDStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

SCHD Interactive

TCMD

TCMD Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	-0.4072557	-0.5394155	5927.443	1
Buy_Hold	-0.2717469	-0.3750377	7083.916	1

##### TCMD Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

TCMDStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

TCMD Interactive

TSM

TSM Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.1939689	0.3005613	11939.69	1
Buy_Hold	0.1802153	0.2784153	11741.05	1

##### TSM Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

TSMStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

TSM Interactive

V

V Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.1239031	0.1890445	11239.03	3
Buy_Hold	0.2506885	0.3931868	12543.64	1

##### V Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

VStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

V Interactive

VDADX

VDADX Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.102515	0.1556566	11025.15	4
Buy_Hold	0.043203	0.0647044	10432.03	1

##### VDADX Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

VDADXStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

VDADX Interactive

VDE

VDE Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0799924	0.1208340	10799.924	4
Buy_Hold	-0.0256410	-0.0377729	9724.171	1

##### VDE Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

VDEStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

VDE Interactive

VOO

VOO Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0944332	0.1431213	10944.33	4
Buy_Hold	0.0710275	0.1070699	10696.21	1

##### VOO Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

VOOStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

VOO Interactive

VUG

VUG Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0564442	0.0847983	10564.44	4
Buy_Hold	0.1192853	0.1818097	11206.62	1

##### VUG Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

VUGStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

VUG Interactive

VYM

VYM Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0707987	0.1067193	10707.99	4
Buy_Hold	0.0427093	0.0639576	10398.98	1

##### VYM Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

VYMStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

VYM Interactive